Choosing Your Account Beneficiaries

Retirement plan distribution options for beneficiaries of IRA, 401(k), or similar qualified plans are complex and varied. If you're in the process of choosing beneficiaries for your retirement and estate plans, it’s important to understand the options and the tax implications of each. Outcomes can vary greatly based on the distribution method you choose. 

As you’re planning, we can meet any time to discuss these options, and help you make an informed decision aligned with your financial objectives. We can also meet with any friends or family members you feel would benefit from this assistance. Call the office at any time to schedule an appointment.

^{This communication is designed to provide accurate and authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.}